Marshall Financial Group (Pennsylvania)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,020
| Closed | -$326K | – | 53 |
|
|
2022
Q3 | $326K | Hold |
4,020
| – | – | 0.15% | 43 |
|
|
2022
Q2 | $333K | Hold |
4,020
| – | – | 0.15% | 46 |
|
|
2022
Q1 | $335K | Hold |
4,020
| – | – | 0.13% | 46 |
|
|
2021
Q4 | $344K | Sell |
4,020
-582
| -13% | -$49.8K | 0.13% | 47 |
|
|
2021
Q3 | $396K | Hold |
4,602
| – | – | 0.17% | 44 |
|
|
2021
Q2 | $397K | Hold |
4,602
| – | – | 0.17% | 41 |
|
|
2021
Q1 | $397K | Sell |
4,602
-4,054
| -47% | -$350K | 0.18% | 41 |
|
|
2020
Q4 | $748K | Hold |
8,656
| – | – | 0.37% | 31 |
|
|
2020
Q3 | $749K | Hold |
8,656
| – | – | 0.44% | 31 |
|
|
2020
Q2 | $750K | Buy |
+8,656
| New | +$750K | 0.5% | 30 |
|